BHIA

Birch Hill Investment Advisors Portfolio holdings

AUM $2.37B
1-Year Est. Return 18.52%
This Quarter Est. Return
1 Year Est. Return
+18.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$846M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$5.72M
3
+$1.49M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.12M
5
AAPL icon
Apple
AAPL
+$1.09M

Top Sells

1
+$3.42M
2
+$3.29M
3
+$2.92M
4
CELG
Celgene Corp
CELG
+$2.66M
5
IBM icon
IBM
IBM
+$2.51M

Sector Composition

1 Technology 15.5%
2 Healthcare 15.44%
3 Financials 14.05%
4 Industrials 13.71%
5 Consumer Discretionary 12.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$252K 0.03%
5,060
-360
127
$250K 0.03%
3,222
128
$233K 0.03%
6,775
129
$231K 0.03%
4,800
130
$225K 0.03%
4,700
-900
131
$218K 0.03%
+4,200
132
$214K 0.03%
+3,400
133
$206K 0.02%
+1,840
134
$202K 0.02%
2,534
135
– –
-18,056
136
– –
-5,749
137
– –
-21,945
2 3 4 5
6